+11.6%
PLTR vs APH
+50.0%
-38.4%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +0.9% | -5.4% | -4.8% |
| 7D | -6.4% | +5.0% | -11.4% | -8.1% |
| 30D | +10.0% | -3.9% | +13.9% | +11.4% |
| 3M | +23.0% | +13.0% | +10.1% | +16.0% |
| 6M | +13.8% | +25.2% | -11.4% | +0.7% |
| YTD | -1.9% | +22.9% | -24.9% | -16.8% |
| 1Y | +11.6% | +47.8% | -36.2% | -16.9% |
| All | +11.6% | +50.0% | -38.4% | -16.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded APH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling